Financial Advisor

Company Description ICICI Prudential Life Insurance Company Limited is one of India's leading private sector life insurance providers, offering solutions designed to help individuals secure their families and achieve long-term financial goals. The company delivers a wide range of products, including term, wealth, child education, and retirement plans, tailored to various life stages and needs. Known for its innovation and customer-centric approach, ICICI Prudential Life has received multiple industry awards, including recognition for its Life Cover Plan iProtect Smart as Product of the Year 2016 in the life insurance category. With strong values and continuous improvement in service and product offerings, the company has maintained a notable position in the life insurance industry.
Role Description The Financial Advisor role at ICICI Prudential Life Insurance Company Limited is a full-time, on-site position based in Bengaluru. The Financial Advisor will meet with prospective and existing customers to understand their financial goals and risk profiles, and recommend suitable life insurance, savings, and retirement solutions. Daily responsibilities include conducting financial needs assessments, preparing personalized financial plans, and explaining product features, benefits, and policy terms in a clear and compliant manner. The role involves maintaining ongoing client relationships, tracking portfolio performance, and supporting clients with policy servicing, renewals, and claims-related queries. The Financial Advisor will also collaborate with branch teams, participate in local sales and outreach activities, and stay updated on market trends, product changes, and regulatory requirements.
Qualifications

• Candidates should possess strong skills in Financial Planning and Retirement Planning to design comprehensive, goal-based financial solutions.
• Candidates should possess solid knowledge of Finance and Investments to analyze options and recommend suitable insurance and investment products.
• Candidates should possess experience in Financial Advisory, including client assessment, solution recommendation, and ongoing portfolio review.
• Candidates should possess excellent communication, interpersonal, and customer service skills to build trust and long-term relationships with clients.
• Candidates should possess strong analytical and numerical abilities, with attention to detail and adherence to regulatory and compliance standards.
• Relevant academic background in Finance, Commerce, Business, or related fields is beneficial; professional certifications in financial planning or insurance advisory are an advantage.
• Candidates should possess the ability to work in a target-driven environment, demonstrate integrity, and maintain high ethical standards in all client interactions.